THE MCKEOWN FOUNDATION CO JOSEPH M… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

THE MCKEOWN FOUNDATION CO JOSEPH MCKEOWN, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $326K in total revenue in fiscal year 2024. The organization ran a surplus of $203K, a strong 62% operating margin.

Mission

The primary exempt purpose is to raise money for Alzheimer's research and other charitable organizations.

Program Service Accomplishments

Program 1

Expenses: $53,572

Primary Exempt purpose is to Raise money for Alzheimer's research and other charitable organizations.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $211,666

Program Service Revenue $0

Investment Income $28,162

Other Revenue $86,090

TOTAL REVENUE $325,918

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $28,859

Program Expenses $53,572

Other Expenses $72,919

TOTAL EXPENSES $122,919

Year-over-Year Comparison

	2024	2023	Change
Revenue	$325,918	$306,331	+0.1%
Expenses	$122,919	$147,529	-0.2%
Net Income	$202,999	$158,802	+0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephen P Lewis	Director	1.00	Director	$0	$0	$0
Gary W Dorshiner MD	Secretary	1.00	Director	$0	$0	$0
Kevin Fiumara	Director	1.00	Director	$0	$0	$0
Joseph M McKeown	President	10.00	Officer	$0	$0	$0
Kathleen McKeown	Vice President	2.00	Officer	$0	$0	$0
David Muntz	Treasurer	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$325,918	$122,919	$901,150	$202,999
2023	$306,331	$147,529	$694,942	$158,802
2022	$268,908	$65,603	$540,890	$203,305
2021	$164,198	$81,618	$332,585	$82,580
2019	$111,795	$21,809	$228,814	$89,986
2018	$67,564	$30,387	$138,828	$37,177

THE MCKEOWN FOUNDATION CO JOSEPH MCKEOWN